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RKT · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

RKTAXP
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • RKT
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterRKTAXP
Q3 20203 holders, $244m24 holders, $25.7bn
Q4 20202 holders, $220m21 holders, $30.8bn
Q1 20214 holders, $75m24 holders, $36.9bn
Q2 20212 holders, $6.6m21 holders, $42.9bn
Q3 20213 holders, $30m26 holders, $42.0bn
Q4 20212 holders, $9.5m27 holders, $39.7bn
Q1 2022none listed holders, n.a.20 holders, $45.0bn
Q2 20221 holders, $15m36 holders, $33.2bn
Q3 20221 holders, $8.2m35 holders, $32.3bn
Q4 20222 holders, $24m35 holders, $34.4bn
Q1 20234 holders, $42m32 holders, $38.7bn
Q2 20233 holders, $36m30 holders, $40.1bn
Q3 20233 holders, $31m34 holders, $34.1bn
Q4 20234 holders, $102m28 holders, $42.5bn
Q1 20246 holders, $109m33 holders, $52.6bn
Q2 20248 holders, $119m31 holders, $52.6bn
Q3 20246 holders, $146m30 holders, $60.7bn
Q4 20245 holders, $33m26 holders, $65.8bn
Q1 20257 holders, $136m33 holders, $59.9bn
Q2 202510 holders, $406m29 holders, $69.4bn
Q3 202514 holders, $1.2bn30 holders, $70.8bn
Q4 202521 holders, $2.9bn31 holders, $77.2bn
Q1 202621 holders, $2.1bn33 holders, $61.2bn
Q2 202621 holders, $4.2bn30 holders, $65.4bn
RKT

Rocket Cos Inc

Holders
21
Reported value
$4.2bn
Buyers
21
Sellers
23

Breadth -2 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
30
Reported value
$65.4bn
Buyers
15
Sellers
26

Breadth -11 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RKT (11)

Brevan Howard Capital Management LP, Discovery Capital Management LLC, Durable Capital Partners LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Steadfast Capital Management LP, ValueAct Holdings LP, Walleye Capital LLC, Winton Group Ltd

Only AXP (20)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Voloridge Investment Management LLC, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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